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For Companies At a Glance
- Tasks: Identify and engage high-net-worth clients while generating new business opportunities.
- Company: Join a global financial advisory firm with a diverse and inclusive culture.
- Benefits: Competitive salary, uncapped commission, and support for industry qualifications.
- Why this job: Kickstart your career in wealth management with clear progression to Private Wealth Adviser.
- Qualifications: Confident communication skills and a proactive approach to business development.
- Other info: Enjoy international incentives and fantastic exposure in a growing global firm.
The predicted salary is between 24000 - 28000 £ per year.
About us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.
About the Role:
We’re looking for ambitious, commercially minded individuals to join Skybound Wealth Management as Business Development Executives. This is a trainee pathway into international wealth management, with clear progression to becoming a Private Wealth Adviser. The focus of the role is to strategically identify and engage with high-net-worth expatriate clients globally, introduce our service and connect them with our Private Wealth Advisers. Alongside your day-to-day work, the company will sponsor you to complete the CISI Level 4 Investment Advice Diploma, to support you in progressing as a Private Wealth Adviser yourself over a 2-3 year period.
Key Responsibilities:
- Researching and identifying potential international clients
- Contacting professionals via phone, email and LinkedIn
- Introducing Skybound’s wealth management proposition
- Generating and qualifying new business opportunities
- Booking in meetings for experienced Private Wealth Advisers
- Building long‑term professional relationships
- Working towards industry qualifications
Desired Skills and Experience:
- Confident communication skills
- Strong commercial awareness and proactivity
- A proven track record within a pro‑active sales, recruitment or business development environment is preferred
- An ability to generate leads and strategically develop new business
- Comfortable dealing with high‑net‑worth individuals
- An interest in financial markets and current affairs
- Experience navigating through business sites, such as LinkedIn, company directories
Key Benefits:
- A basic salary of £24,000 to £28,000, plus an uncapped commission structure
- £40-50k year 1 OTE
- Clear progression into a Private Wealth Adviser role
- Full support through industry‑recognised qualifications
- Fantastic exposure within a growing global firm
- International incentives for top performers
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Business Development Executive employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive
✨Tip Number 1
Network like a pro! Use LinkedIn to connect with industry professionals and potential clients. Don’t be shy—send personalised messages to introduce yourself and express your interest in Skybound Wealth Management.
✨Tip Number 2
Practice your pitch! You’ll need to confidently introduce Skybound’s wealth management services. Role-play with friends or family to refine your communication skills and make sure you can engage high-net-worth individuals effectively.
✨Tip Number 3
Stay informed about financial markets and current affairs. This knowledge will not only help you in conversations but also show potential clients that you’re serious about the industry and ready to provide valuable insights.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly and show their enthusiasm for joining our team.
We think you need these skills to ace Business Development Executive
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see that you're genuinely excited about joining Skybound Wealth Management and helping high-net-worth clients.
Tailor Your CV: Make sure your CV is tailored to the Business Development Executive role. Highlight any relevant experience in sales or business development, and don’t forget to mention your communication skills and commercial awareness!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Be specific about how your skills align with our needs and share examples of how you've successfully engaged with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which we love!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Stuff
Before the interview, make sure you research Skybound Wealth Management thoroughly. Understand their services, target clients, and recent news in the financial advisory sector. This will not only help you answer questions confidently but also show your genuine interest in the company.
✨Showcase Your Communication Skills
As a Business Development Executive, strong communication is key. Practice articulating your thoughts clearly and concisely. You might want to prepare a few examples of how you've successfully engaged with clients or generated leads in the past to demonstrate your skills.
✨Demonstrate Commercial Awareness
Be prepared to discuss current trends in financial markets and how they could impact high-net-worth individuals. Showing that you’re up-to-date with industry developments will highlight your proactive approach and commercial mindset, which are crucial for this role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the training process for the CISI Level 4 Investment Advice Diploma, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.